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ORDER / header

Title Widget Widget description
Create order

image.png

Click: Opens the new order header

 

Available
        a. Customer details

General

Header

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  1. Displays the number of items and the total quantity (items | total quantity)
  2. The exclamation mark is shown in red if there is a special feature with the order, e.g. Delivery block.
    1. Contains additional order-related information
    2. Click: Opens the information


Form

Order
Field Permission Reference
Type of order ORDER / header / Types of orders Code table: DeDeSales Auftragsart
Order type ORDER / header / Order type Code table: Order type
Alternative invoice recipient ORDER / header / Alternative invoice recipient
Date of delivery ORDER / header / Date of delivery
Fixed value date ORDER / header / Fixed value date
Order confirmation ORDER / header / Order confirmation
Incoterms ORDER / header / Incoterms Code table: Incoterms
Order date ORDER / header / Date of order can be freely changed by the employee
Discount in % ORDER / header / Order discount
Terms of payment ORDER / header / Terms of payment Code table: Terms of payment
Method of payment ORDER / header / Method of payment Code table: Method of payment
Freight costs ORDER / header / Show freight cost selection
Campaign ORDER / header / Campaigns Campaigns
Order texts
Field Permission Reference
External order text ORDER / header / External order text
Internal order text ORDER / header / Internal order text
Delivery note ORDER / header / Delivery note
Picking text ORDER / header / Picking text
Delivery
Field Permission Reference
Delivery note without price ORDER / header / Delivery note without price
Delivery with next order ORDER / header / Delivery with next order
Maintain backlogs ORDER / header / Maintain backlogs
Terms of delivery ORDER / header / Terms of delivery
Delivery address ORDER / header / Delivery address; select from database & entry of a new address
Delivery point ORDER / header / Enter delivery point
Type of delivery ORDER / header / Type of delivery
Customer order information
Field Permission Reference
Customer order number ORDER / header / Customer order number
Contact ORDER / header / Select contact Contacts
List of contents ORDER / header / List of contents
Summary
Field Permission Reference
Name ORDER / header / Signature
Signature ORDER / header / Signature
Validation

A validation and recalculation of the order items takes place as soon as one of the following fields in the header is changed:

  1. Type of order
  2. Date of delivery
  3. Order date
  4. Discount in %
Time Type Validation Display
Creation Blocked Create order not possible! The customer has an order block. <code Auftragssperre> Popup
Completion Warning
  1. Minimum order value not reached.
  2. Credit limit exceeded.
  3. Fixed value date before date of delivery.
  4. Minimum order value not reached.
 Message
Completion Blocked
  1. Date of delivery not possible.
  2. No type of order specified.
  3. Order date is in the future.
  4. Delivery address incorrect.
  5. Delivery address no longer exists.
  6. Postal code incorrect.
  7. Minimum order value not reached.
  8. No customer order number specified.
  9. No delivery point specified.
  10. No date of delivery specified.
  11. Date of delivery is before order date.
  12. Distributor not found.
  13. Distributor customer number not present.
  14. Products not in closed listing at distributor.
  15. No order completion for prospects.
 Message
Completion Blocked
  1. Please enter a batch for the following products
 Popup
Completion with order split Query You have items from multiple clients in this order. To proceed to the next step, the orders must first be split. Would you like to perform the order split now? Popup
Action buttons
Name Function Visibility
Save Saves the order. The order can be further edited later but cannot yet be sent. Directly when creating the order or when clicking the pencil in the order mask.
Complete Saves the order and sets the status to Completed. The order can be selected and sent in Data Transfer. When clicking "Complete" in the order mask.
Send The order is completed and the dispatch of this order is executed immediately. When clicking "Complete" in the order mask.
Transfer to another device Transfers the order to another device of the employee. If the order has been saved in the order mask and the employee has multiple devices assigned.
Release
From version 15
  1. Validation and recalculation of order items when certain fields are changed.